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    Samsung secures customer backing for US$5B substrate expansion
    4min ago
    Taiwan bets on SiPh, CPO to tackle AI data center power bottlenecks
    8min ago
    TSMC tops global FDI ranking as AI infrastructure redraws overseas investment
    9min ago
    NEWS TAGGED SERVER, IPC, CLOUD COMPUTING, IOT
    Tuesday 15 September 2026
    Sigmaintell: Memory shortage to ease in 2027 before chip growth hits 2029 wall

    After months of tight supply and sharp price increases in 2026, the global memory market is expected to see its supply-demand gap narrow...

    Monday 14 September 2026
    STMicro lead times top 1 year, boosting Taiwan chip makers
    AI crowd-out effects are rippling through the supply chain, with lead times for microcontroller units (MCUs) from STMicroelectronics reportedly stretching beyond 1 year and triggering...
    Monday 14 September 2026
    China optical firms target photonics with mixed high-end, lower-cost push
    The 2026 China International Optoelectronic Exposition (CIOE) closed on September 11. While near-eye display applications such as AR/VR and smart glasses drew attention, vendors' latest...
    Monday 14 September 2026
    Foxconn subsidiary broadens AI interconnect role as 1.6T enters deployment
    AI data centers are moving decisively toward 1.6T connectivity, with 800G now mainstream in AI clusters and 400G remaining common in general cloud and enterprise deployments.
    Monday 14 September 2026
    AI's energy demand ignites global nuclear rush, straining Taiwan's restart
    A worldwide nuclear comeback, fueled by artificial intelligence data centers and semiconductor demand, is tightening supply chains and labor markets just as Taiwan considers restarting...
    Monday 14 September 2026
    Google TPU pays back investment in 1 year, creating upside for MediaTek, Broadcom ASIC revenues

    Google Cloud CEO Thomas Kurian recently revealed that Google's overall payback period for AI server investments is less than two years,...

    Monday 14 September 2026
    CPO nears mass production — next battle about interfaces, yield and maintenance
    As AI computing bandwidth keeps rising, optical interconnect architectures are moving beyond pluggable optical modules toward near-packaged optics (NPO) and co-packaged optics (CPO)...
    Monday 14 September 2026
    Lite-On revenue rises in August on cloud power demand
    Lite-On Technology posted NT$19.6 billion (approx. US$622.1 million) in consolidated revenue in August 2026, up 3% month-over-month and 25% year-over-year, as strong demand continued...
    Monday 14 September 2026
    India roundup: India says it cannot build electronics without China
    India is accelerating its semiconductor and electronics ambitions, courting Taiwan, easing China restrictions, expanding local manufacturing and chip infrastructure, while global technology...
    Sunday 13 September 2026
    AI server exports to US slow; electronics parts jump 1.5 times in August
    Taiwan's Ministry of Finance on September 9 said electronic parts exports reached US$32.22 billion in August 2026, a record monthly high, rising US$11.83 billion, or 58%, from the...
    Sunday 13 September 2026
    AI server tracker: Taiwan optics race beyond 1.6T

    Taiwan's optical communications supply chain is entering a more consequential phase of the AI infrastructure cycle. Demand is broadening...

    Sunday 13 September 2026
    Taiwan's BTL builds new plant for high-power AI server testing, eyeing 4Q27 launch
    Electronic testing and certification provider BTL Inc. has kicked off construction plans for Guishan Plant 3. The expansion targets high-power testing capacity for AI server systems,...
    Saturday 12 September 2026
    Charts: Taiwan's AI supply chain growth moves from cooling to rack hardware
    King Slide Works posted the fastest revenue growth in August among the 50 Taiwan-listed AI supply chain companies tracked by DIGITIMES, with sales up 318% from a year earlier...
    Friday 11 September 2026
    Huawei stakes out the AI optics rulebook with 7.2Tbps NPO
    Huawei Technologies has unveiled a 7.2-terabit-per-second near-packaged optics (NPO) module for AI data centres, coupling a high-bandwidth product launch with an effort to shape emerging...
    Friday 11 September 2026
    CIOE 2026: Hitachi relies on partnerships, not proprietary tech, to ride China's optical boom

    At an optoelectronics trade expo in China, Hitachi High-Tech used its booth not to unveil a flagship product of its own, but to showcase...

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    BIZ FOCUS
    Oct 6, 08:07
    Singapore Launches SG Semiconductor to Boost its Global Chip Role
    Tuesday 6 October 2026
    Hackathon Team Builds Trusted AI Agent for Smarter Investment Decisions
    Monday 5 October 2026
    AI Family Digital Twins Bridge Elder Care Gaps
    Friday 2 October 2026
    Digital Divide: Hackathon Team Debuts Senior-Friendly 'AI Butler'